Bank of Montreal
CERT icon

Bank of Montreal’s Certara CERT Stock Holding History

Bank of Montreal’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.8K Buy
+11,875
New +$66.9K ﹤0.01% 3306
2025
Q3 		– Sell
-17,623
Closed -$206K – 3557
2025
Q2 		$206K Sell
17,623
-6,481
-27% -$76.7K ﹤0.01% 2790
2025
Q1 		$239K Buy
24,104
+4,161
+21% +$50.5K ﹤0.01% 2636
2024
Q4 		$212K Buy
19,943
+1,670
+9% +$18.1K ﹤0.01% 2737
2024
Q3 		$215K Sell
18,273
-88
-0.5% -$1.16K ﹤0.01% 2997
2024
Q2 		$254K Buy
18,361
+798
+5% +$13.1K ﹤0.01% 2846
2024
Q1 		$319K Buy
17,563
+237
+1% +$4.09K ﹤0.01% 2739
2023
Q4 		$312K Buy
17,326
+7,107
+70% +$104K ﹤0.01% 2838
2023
Q3 		$144K Sell
10,219
-271
-3% -$4.55K ﹤0.01% 3184
2023
Q2 		$194K Sell
10,490
-108
-1% -$2.28K ﹤0.01% 3233
2023
Q1 		$257K Buy
+10,598
New +$209K ﹤0.01% 2870
2021
Q2 		– Sell
-52
Closed -$1K – 3870
2021
Q1 		$1K Buy
+52
New +$1.73K ﹤0.01% 4973

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $180M AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's CERT Position: Q2 2026 in Review

Bank of Montreal opened a new position in Certara (CERT) in Q2 2026: 11,875 shares worth $77.8K. The stake represents ﹤0.01% of the portfolio and ranks #3306 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in CERT as recently as Q2 2025.

Bank of Montreal first reported a position in CERT in Q1 2021 and has held it in 12 quarters since. The position peaked at $319K in Q1 2024. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Bank of Montreal held 11,875 shares of Certara worth $77.8K as of Q2 2026.
  • Certara was a new Bank of Montreal position in Q2 2026.
  • Certara made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3306 holding.
  • Bank of Montreal first reported a position in Certara in Q1 2021 and has held it in 12 quarters since.
  • Bank of Montreal's Certara position peaked at $319K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.